DFX Intelligence

J•••••• M•••••• C•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor12 years in industry

J•••••• M•••••• C•••••••

Advisor at C•••••••• J••••••

CHITTENANGO, NY

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: May 27, 2021 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: C•••••••• J••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: May 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• J••••••	State registered	Dec 18, 2025	n/a	yes	CHITTENANGO, NY	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Jan 19, 2023	Oct 17, 2025	no	SYRACUSE, NY\|SYRACUSE, NY\|CORTLAND, NY\|SENECA FALLS, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	C•••••••• J••••••	Oct 17, 2025	Dec 18, 2025	62	Firm change	Ibd to state RIA
A••••••••• F•••••••• S•••••••• L••	L•• F•••••••• L••	Feb 2, 2022	Jan 19, 2023

Relationships

Registered with (4)

→ C•••••••• J••••••Registered adviserregistration: current employment
Dec 18, 2025 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Jan 19, 2023 to Oct 17, 2025factForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Sep 1, 2021 to Feb 2, 2022factForm ADV
→ I••••••••• F•••••••• G••••• L••

Dated events

Order

Occurred
17 Oct 2025
Advisor changed firm
••• Locked
Form ADV
Occurred
2 Feb 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: May 27, 2021
Last observed: Sep 14, 2026 9 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.